Strong partnerships. Sound investing.

Tollefson & Company Investment Management, LLC is a registered independent investment advisory firm based in Austin Texas. Tollefson & Company manages equity, fixed income, balanced and socially responsible portfolios.

Our clients are individuals, estates, trusts, corporations, educational institutions, corporate and individual retirement plans, endowments and foundations who want the security of trusted active management.  We treat investing as a partnership with each client, creating customized investment plans with a highly personalized approach.

Tollefson & Company manages portfolios to achieve long-term growth of principal while minimizing risk.  We focus on the long-term financial goals of the client while accommodating unique needs and preferences.  We have been successful in managing the preservation of capital, providing asset growth and maximizing current income through different market and economic cycles.